Our Process

We work hard to understand the goals of each our clients, their families and unique personal circumstances. CrossleyShear Wealth Management also understands that financial planning can be stressful and complex at times, so we try to make it as simple and as transparent as possible. Every step of your financial plan will follow a clear, logical process that centers on the performance of your assets and progress toward your goals. Predictable client communication and a transparent method of keeping score truly helps to set our process apart.


After meeting you, listening to your needs and getting a firm understanding of your financial situation, we clearly explain the services CrossleyShear will provide. Equally important, we will also define your responsibility as a client and our responsibility as your advisor. This step also includes a discussion of how we will be compensated, how long our professional relationship should last and how decisions will be made. Using tools such as E-Money and a financial binder, we assemble all information regarding your financial situation, mutually define your personal and financial goals, understand your time frame for results and discuss your tolerance level for risk.


We analyze your assets, liabilities, cash flow, insurance coverage, investments, and tax strategies and offer financial planning recommendations that address your goals. We review the recommendations with you, ensuring you have a keen understanding, so an informed decision can be made. We carefully listen to your questions and concerns and revise our recommendations as appropriate.


Once the financial plan meets with your approval, we carry out our recommendations, coordinating the process with you and, when appropriate, other professional advisors, such as your accountant and/or attorney.


We will carefully and consistently monitor your portfolio's progress to ensure that it adeptly adapts to changes in the markets and in your life.

Our Mission

To empower our clients with innovative financial solutions and exemplary care. Partnering with them to help achieve their goals and protect those that matter most. Wherever life takes them.

Our Values

Find us on Facebook